Email Services

Settings associated with sending and receiving emails, forwading and connecting domain services.

Forwarding Address

You can set up a forwarding email address to receive where you would like the incoming emails to be forwarded. You will receive the email replies not only in the Conversation view but also in your personal email inbox. When you reply to the leads' email in your inbox outside of your CRM, your reply will not sync back to your CRM.

BCC Emails

This blind-copies every email that goes out from that location.

Forward to the assigned user

The assigned user to the lead will receive the email replies in their user email.

Save changes

Click on "Save" every time you make any changes to the existing settings.

Default provider

Let's you select the default email service provider in case if you have multiple email providers connected to SMTP.

All new accounts will, by default, use Lead connector - Email, but a third-party SMTP provider can be integrated anytime.

Edit Tab

This tab lets you edit the selected email service provider. We will cover the editing in the next article.

Editing email service

Here you can configure your SMTP provider such as Sendinblue, Gsuite or Microsoft Outlook.

SMTP Provider - Click on the dropdown menu to select the SMTP provider.

API Key - Get the API key from your SMTP account. Every smtp provide has the unique API key. for example, you can get the API key for gsuite by logging in to your google admin console. depending on the smtp provider you have selected, you will need to get the unique API key from the respective account.

Domain - From the dropdown menu, you can select the domain which you would like to configue for email services.

Delete provider

Depending on CRM user permissions, This option will allow you to delete an email service provider.

Add an email service

This tab will let you add a new email service provider for your CRM location.

Selecting an email service provider

You can choose which email service provider from the list. you can also add a service provider outside of these options.

Setting up Gmail

1. Select Gmail option 2

2. Enter your email address.

3. Enter your password.

4. Click on the "Save" tab.

Add your own email service

There are multiple SMTP service providers which you can configure with your CRM. Just click on the "Other" tab to set up an SMTP that's outside of the list.

1. Click on the "other" tab to add the provider outside of the list.

2. Enter the name of the provider. eg. Sendinblue.

3. Copy and paste the SMTP server details from the SMTP provider you have chosen. (you will have to log in to your SMTP provider's website and click on the SMTP option to get these details.)

4. Copy and paste the SMTP port number from the SMTP provider you have chosen. (you will have to log in to your SMTP provider's website and click on the SMTP option to get the details.)

5. Enter the username.

6. Enter your email address.

7. Enter Password.

8. Click on "Save" tab.